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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-0472300 | Contract Administrator | $59,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,235 | $74,933-50.3% | $154,803-75.9% | $117,739-68.4% |
| Participation rate | 26.8% | 64.5%-37.7pp | 78.1%-51.3pp | 76.6%-49.8pp |
| Annual return | 16.77% | 17.34%-0.6pp | 58.88%-42.1pp | 17.29%-0.5pp |
| Employer contribution / active EE | $195 | $2,316-91.6% | $4,305-95.5% | $3,746-94.8% |
| Participant deferral / active EE | $1,833 | $3,942-53.5% | $5,540-66.9% | $6,128-70.1% |
| Admin fee / account holder | $20 | $129-84.6% | $14,329-99.9% | $112-82.3% |